At this stage in your life, the last thing you need is to be worrying about your finances. We’ll give you a truly personal service, helping you to navigate your way through this complex stage of your life and coming up with simple solutions that suit your lifestyle.
Whatever you want from your finances – from helping with the grandchildren’s education to maintaining your quality of life, our services will give you financial peace of mind. We’ll take the stress out of financial planning, leaving you to kick back, relax and enjoy life.
We are a Chartered Financial Planning firm – this demonstrates our professional commitment to raising standards of knowledge, capability and ethical practice. It also means that we must ensure our staff members acquire and retain the necessary knowledge and skills to deliver the highest quality advice. We ensure that our staff work in an ethical manner that places clients’ interests at the heart of the advice they give.
On top of being a Chartered Firm, our processes have been independently accredited against British Benchmarks through the awarding of the BS8577 standard.
Again this demonstrates that our clients are at the heart of our business. BS8577 is the only professional quality standard within the Financial Services to focus solely on the key areas of business practice. It also means we are subject to an annual independent assessment to ensure that we continue to meet the high specification set by the Standard and to achieve re-accreditation.
We are also an Independent Financial Advisory firm rather than a restricted advisory firm – the benefits of which are vast and can be seen below.